-97.9%
ASPS vs VT
+224.5%
-322.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | +2.7% | +0.4% | +2.3% | +2.4% |
| 30D | +1.1% | +1.0% | +0.1% | +0.3% |
| 3M | -8.4% | +2.4% | -10.8% | -10.3% |
| 6M | -15.7% | +12.0% | -27.7% | -23.0% |
| YTD | -18.7% | +15.3% | -34.0% | -27.8% |
| 1Y | -48.8% | +22.6% | -71.4% | -56.8% |
| 3Y | -83.5% | +74.7% | -158.2% | -90.2% |
| 5Y | -93.8% | +66.1% | -159.9% | -96.1% |
| All | -97.9% | +224.5% | -322.3% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling